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Calisto Sign

Document execution engine.

10 field types, 14 audit event types, 11 waiver categories, and SHA-256 integrity hashing across 9 lifecycle states. Cross-entity linking to 9 Calisto record types with publicly verifiable forensic certificates.

9 Document States · 10 Field Types · 5 Auth Methods · 3 Signature Methods · 14 Audit Event Types · 11 Waiver Categories · 5 Languages

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document types across 12 verticals

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field types with drag-and-drop placement

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document lifecycle states

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audit event types per document

Document Lifecycle

Nine states. From draft to certificate.

Every document tracks a nine-state lifecycle from upload through signing, completion, or expiry. Three filtered views split documents by action required.

Draft

Document uploaded or created from template. Fields placed. Not yet sent.

Sent

Signing invitations delivered to configured signers via email.

Viewed

At least one signer has opened the signing link.

Partially Signed

Some signers completed. Others still pending.

Signed

All signers completed their assigned fields.

Completed

Certificate generated. PDF sealed with integrity hash.

Declined

Signer declined with reason. Logged in audit trail.

Voided

Sender voided. All signing links invalidated.

Expired

Expiry window elapsed. Signatures not collected.

Document views

Pending: documents waiting on your action as sender or signer
Awaiting: documents sent to others, waiting on their signatures
Completed: finalized documents with certificates and sealed PDFs
Document browse via Calisto Box with sourceApp=sign filter
Configurable expiry window from 1 to 365 days per document
Automatic reminders at configurable intervals, up to 10 per document
Field Mapper

Ten field types. Drag-and-drop. Color-coded assignment.

PDF overlay engine with ten field types, per-signer color coding, drag-and-drop placement, required-field enforcement, and contact auto-population across multi-page documents.

Signature

Draw, type, or upload

Initials

Quick acknowledgment

Text

Free-form with autofill

Date

Picker with auto-date

Checkbox

Boolean acknowledgment

Radio Button

Single-choice groups

Dropdown

Predefined options

Email

Validated input

Phone

Format validation

Number

Numeric input

Placement and assignment

Click field type in toolbar, then click anywhere on the PDF to place
Drag to reposition. Resize handles to fit text or signature area
Each field color-coded by assigned signer for visual clarity
Required-field flag prevents submission until all marked fields are completed
Multi-page placement across 100+ page documents
Contact auto-population from linked records: name, email, phone, custom fields
Template merge field definitions for auto-fill from entity data
The Send Pipeline

Single send. Bulk send. Five authentication methods.

Configure signers, signing order, expiry, and reminders. Five authentication methods with single or bulk send via CSV import.

Send and Authenticate

Single send. Bulk send. Five authentication methods.

Configure signers, signing order, expiry windows, and authentication. Send individually with custom email messages, or in bulk via CSV import with per-recipient tracking.

Single Document Send

Unlimited signers per document
Custom email subject and body
Configurable expiry (1 to 365 days)
Automatic reminders (0 to 10)

Signing Order

Parallel: all signers at once
Sequential: one after another
Per-signer color-coded field overlay
Manual reminder at any state

Bulk Send

CSV import for recipient list
Template or PDF upload
Per-recipient progress tracking
Batch status dashboard

Signer Authentication

Email link (one-time token)
SMS verification code
Email verification code
Access code (out-of-band)
Signing Runtime

Browser-native. In-person. Zero-install execution.

Shareable signing links open a browser-native PDF surface with per-signer field overlay. Three capture methods. In-person mode for tablets and kiosks. No account required.

Shareable Signing Links

Unique /s/[token] URL per signer. No account required. One-time-use token.

Browser-Native Rendering

Full PDF rendering in-browser with per-signer field overlay. No plugins or downloads.

Three Capture Methods

Draw via HTML5 Canvas. Type with font selection. Upload image. Stored for reuse.

In-Person Signing

Tablet and kiosk sessions. Signer completes fields on shared device.

Decline Flow

Signer declines with reason. Logged in audit trail. Sender notified.

Completion Confirmation

Post-signing confirmation screen. PDF and certificate download.

Runtime specifications

5 languages: English, Spanish, French, Portuguese, German
Required-field enforcement blocks submission until all marked fields are filled
Persistent signature storage for single-action reapplication on future documents
Access code entry screen before document viewing when configured
External signers authenticated without platform account

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signature capture methods

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signer authentication methods

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waiver categories with check-in gating

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forensic data points per audit event

Templates and Compliance

70+ document types. ESIGN/UETA compliant. Publicly verifiable.

Template library with merge fields and waiver assignment. SHA-256 integrity hashing with publicly verifiable certificates of completion.

Template Library

70+ document types. Merge fields. Waiver assignment.

Reusable document definitions with pre-placed field maps, merge field bindings, waiver category assignment, and five-language support.

Template Library

Browse, search, and filter by category, type, language, and status.

Clone and Customize

Clone any template. Pre-placed fields carry over. Adjust per variation.

Merge Fields

Auto-fill from contact and entity data. Name, email, phone, custom fields.

Public and Private

Public templates shared across organization. Private to creator.

Waiver Configuration

Assign waiver category and validity window per template.

One-Click Use

Opens new document pre-configured with PDF, fields, and bindings.

Template categories

70+ predefined document types across 12 verticals
Real Estate, Hospitality, Golf, Events, Construction, Tours, Equipment
Clinical, Field Service, Content, Endurance, Universal
Per-template PDF upload with field pre-placement
Version control: track which template version used per document
Audit Trail

Fourteen event types. Seven forensic data points per entry.

Immutable audit trail with 14 event types per document. Each entry records actor name, timestamp, IP address, geolocation, browser, device, and custom metadata. Filter by action, actor, date range, or document.

1

Action Occurs

Any operation on a document: creation, send, view, field fill, signature, decline, void, reminder, or authentication attempt.

2

Event Recorded

Structured audit entry written with action type, actor, timestamp, IP address, geolocation, browser, and device metadata.

3

Trail Persisted

Immutable entry stored per document. Queryable by action type, actor, date range, and document via GET /api/sign/audit.

4

Dashboard Surfaced

The /sign/audit route renders the full log with filters, search, and pagination. Per-document view at /sign/audit/[documentId].

14 audit event types

Document Created: upload or template selection logged
Document Sent: recipient list, email timestamp, expiry date
Document Viewed: signer open logged with IP and browser
Document Downloaded: PDF download by signer or sender
Field Filled: field type, signer, and timestamp per completion
Signature Added: capture method (draw/type/upload), device
Document Signed: individual signer completion logged
Document Completed: final timestamp when all signers finish
Document Declined: reason captured with timestamp and device
Document Voided: voiding actor and timestamp recorded
Reminder Sent: automatic and manual reminders with recipient
Access Granted: waiver verified at check-in with property context
Access Denied: missing or expired waiver with denial reason
Authentication Failed: method, timestamp, IP, and device logged
Verification

SHA-256 hashing. Public certificates. Tamper detection.

Every completed document receives a certificate with cryptographic integrity hashing. Public URL resolves without authentication.

Certificate of Completion

Auto-generated on final signer completion
Document name, hash, signer details
QR code to public verification URL
PDF download from completion screen

Cryptographic Integrity

SHA-256 pre-signing and post-signing hashes
Tamper detection via hash mismatch
Independent certificate hash
Full audit log with hash chain

Public Verification

/sign/verify/[certificateId] public route
No login required for verification
Signer names, emails, timestamps displayed
Real-time hash match result
Compliance and Waivers

ESIGN/UETA compliant. Eleven categories. Check-in gating.

Legally binding electronic signatures under ESIGN and UETA. Eleven waiver categories with configurable validity, auto-expiry, and check-in entry gating.

Pool and Water Activities
Fitness and Gym
Equipment Rental
Events and Classes
Adventure and Recreation
General Liability
Golf and Recreation
Coworking and Business
Medical and Treatment
Construction and Development
Field Service and Home Repair

Compliance framework

ESIGN Act and UETA compliance for legally binding electronic signatures
Configurable validity window per waiver (1 to 365 days)
Per-contact, per-property coverage records with auto-expiry tracking
Renewal notifications at configurable lead time before expiration
Check-in integration: Calisto Access gates entry if waiver missing or expired
On-the-spot signing at kiosk for missing or expired waivers
Programmatic coverage verification API for external system integration
Multi-category coverage: separate status per waiver category per contact
The Platform

Ten products. One signing engine.

Calisto Box stores documents, Calisto Docs creates source files. Eight more products route documents through the same execution engine.

Settings

Signatures. Reminders. Email. Branding.

Four settings tabs for saved signatures, automatic reminders, email sender customization, and branding across the signing runtime and certificates.

Saved Signatures

Drawn, typed, and uploaded types
Default signature for quick reuse
Preview and delete saved signatures
Persistent storage across sessions

Default Reminders

Enable/disable automatic reminders
Configurable interval (days)
Account-level defaults
Per-document override at send time

Email Configuration

Custom sender name
Reply-to address
Default message body
Include/exclude message toggle

Branding

Logo upload for emails and runtime
Primary brand color
Company name display toggle
Applied to certificates and signing pages
Platform Integrations

Ten products. One execution engine.

Calisto Box stores documents. Calisto Docs creates source files. Eight more products route documents through the same signing engine.

Calisto Box

Document storage backbone. Uploaded and executed documents stored in Box.

Calisto Docs

Source document creation. DOCX and PDF export feeds Sign upload flow.

Deals

Contract generation from deal records. Completion triggers stage advancement.

Proposals

Proposal acceptance auto-initiates a Sign document with pre-configured template.

Events

Venue contracts and liability waivers linked to event bookings.

Access

Waiver compliance checked at check-in. Entry gated if no active waiver.

Contacts

Signers linked to contact records. Full signing history on profile.

Navigator

Guest waiver delivery via portals. Pre-arrival completion.

Pulse

Waivers attached to reservation records. Auto-send during booking flow.

Connect

Signing reminders and notifications via SMS, email, and push.

Cross-entity linking

Link documents to Deal, Proposal, Reservation, Property, or Membership records
Link to Event Booking, Project, Appointment, or Rental Asset records
Signing activity surfaces in originating record activity timeline
Document completion triggers entity workflows: stage advancement, status update
Nine Calisto entity types supported for cross-entity linking
Pricing

Unlimited documents. €0.50 per completed signature.

70+ document types, 10 field types, 9 document states, 11 waiver categories with check-in gating, 13 audit event types, cryptographic verification, and 6 native platform interconnects. Pay only for completed signatures.

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Calisto Core
$0/month
+ 2% of revenue
CommitmentNone
UsersUnlimited
Products15 included
Best for: Businesses replacing DocuSign with a signing engine native to their operations platform.
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Sign

E-signature and contract lifecycle management.

$1/mo

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